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Portfolio Analysis Review

The Portfolio Analysis Review software has many wonderful features. This software is a companion to our highly acclaimed Stock Investment Guide. One of the most important points to using this software is that it requires completed stock analysis files. You must own Stock Investment Guide™ or similar software.

The screen snapshots to the left will demonstrate how easy it is to use PAR to analyze your portfolio.

Step One: Portfolio Analysis Review begins with the open dialog, where you will select a folder containing your analysis SSG files. Once you click OK in the file dialog, all of the .ssg files will appear in the left most column.


Step Two: Next, select the stock files in the leftmost column that you want to include in the portfolio analysis. You can choose multiple files using the shift key, or the command key (control key on Windows). Then you simply click the "Add to List ->" button. The selected files are then displayed in the rightmost column.

Step Three: Once you have your list of stocks completed in the rightmost column, click "Done" to open the Portfolio spreadsheet view.

Step Four: The portfolio will be displayed in a spreadsheet window, with each company displayed in a single row. Rows can be reordered by simply clicking on a row and dragging it to a new location (as shown in the figure to the left).

The VIEW menu will allow you to toggle a key for the columns (that labels the columns "B", "C", "D", etc.). If the key is visible when you print, a small key will be printed at the bottom of the PAR report.

Columns may be resized by grabbing the divider between the column headers and dragging.

Step Five:
If you prefer, you may sort your portfolio on a number of different factors, by simply clicking on the column header. A second click reverses the sort order.

Step Six: Print your Portfolio Analysis Review report. The report should be printed in landscape mode. Windows users will need to set their print margins to a small value, like 0.5 inches.

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For only $19.95.
Current Version: 1.0.3

Save money with the Combo Pack!

About Stock Clubs

NAIC Web Site

Stock Analysis Tutorial

See What Our Customers are Saying About SIG

"First, I want to say how PLEASED I am with SIG. My club meets in a public space...where WiFi is available and I amazed the group yesterday when another member asked about updating an SSG for a holding of ours, and I updated right then and there."

"Until you made SIG, I had suspended my membership with NAIC as that organization failed to port their software to Mac OS X. With SIG, I now have the best of everything in one place. Shame on NAIC, but kudos to Churr!"

The ... SIG software is a pleasure to use."

"I belong to NAIC and this software pulls all the required stock data out [of] the NAIC web site in a flash."

"I was able to download an SSG from NAIC without problems. ... It runs so fast. Thank you."

"[I am] thrilled with the upcoming changes and [am] very impressed by your responsiveness."

"[Importing SSG data from OPS] is a faster process in this implementation than on any Windows based SSG software I've used to date."

"Thanks for creating such useful and easy-to-use software."

"Hallelujah! ... this program is a much needed addition to the personal finance armamentarium of mac users!"

"I do want to say that as a Mac user I find it so much easier to go with the Churr Software product."

"I am VERY pleased with this software. ...I will be recommending the SIG on the iclublist. I am sure I will be using your SIG, and doing more SSGs now."

Works with Panther         Works with Windows         

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This site not affiliated with the National Association of Investors Corporation (“NAIC”) in any way,
nor does NAIC sponsor or endorse this web site or any of the products or services offered herein.
The author founded an investment club and has been a member of NAIC since 1990.